Glen James is the financial adviser whose life does not revolve around his work. Instead, he moulds his work around his life up on the Central Coast and enjoys every minute of it. After starting his business Fortify Financial at the ripe age of 25, Glen recalls being young enough and dumb enough to think he could do it – and it turns out he could. With 8 years under his belt as a self-employed adviser, Glen has discovered what works and what doesn’t work in his business and shares with us some of the lessons and ideas he has picked up along the way, like:
Plus much, much more…
This podcast is full of witty remarks, memorable one-liners and a bunch of new ideas and strategies that will have you thinking about how to shake things up within your practice and with your clients.
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As always, we’d like to give a big shout out to our major partner Zurich and to SunSuper for the continued support.
General disclaimer for this podcast and all XY Education podcasts
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DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.